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FMG and Osaic: A Revolutionary Partnership

In a significant development in the financial services sector, FMG, a renowned SaaS marketing platform for financial advisors, has announced an expanded enterprise agreement with Osaic, one of the nation's largest wealth management firms. This partnership serves as a major boost for over 11,000 financial professionals within the Osaic network, providing them with enhanced marketing support that is designed to empower their businesses.

Expanded Offerings for Advisors

The collaboration marks a pivotal moment in FMG's ongoing relationship with Osaic, with FMG taking on a central role as the technology backbone of Osaic’s flagship advisor marketing initiative, MyCMO. The centerpiece of this partnership is the advent of the 'Do It For Me' service, which is tailored to offer personalized, compliant marketing support across all channels—independent, W2, and institutional. This innovative solution is all about making life easier for advisors, allowing them to focus on what truly matters: their clients.

Eric Hansen, Senior Vice President of Marketing at Osaic, emphasized the importance of this initiative, stating that their advisors have continuously requested stronger marketing strategies. The 'Do It For Me' solution addresses this need directly by delivering brand-aligned, scalable marketing that meets advisors right where they are.

Tailored Marketing Support

In practice, the 'Do It For Me' solution connects participating advisors with dedicated FMG concierges who will assist them in several key areas:

• - Content Calendar Management: Advisors can develop and execute a comprehensive monthly content strategy that includes blogs, emails, social media posts, videos, and event suggestions.
• - Ready-to-Use Marketing Content: Advisors will have access to a wealth of pre-designed marketing materials as well as bespoke campaigns tailored to their unique needs.
• - Targeted Marketing Strategies: The service allows for granular marketing efforts, enabling advisors to focus on specific niche audiences and prospecting objectives.

This initiative is not just about providing tools; it’s about delivering a full marketing experience that resonates with clients and prospects alike.

Enhanced Analytics for Measurable Outcomes

In addition to the personalized marketing support, Osaic will leverage FMG's Enterprise Analytics dashboard. This tool is designed to deliver firm-wide insights concerning marketing adoption levels, the effectiveness of campaigns, and advisor engagement rates. By creating a data-driven feedback loop, Osaic will be able to effectively assess the return on investment (ROI) for marketing efforts, and adjust strategies as necessary to improve future campaigns.

Susan Theder, Chief Marketing and Experience Officer at FMG, expressed pride in this partnership and underscored the shared belief that marketing serves as a critical driver of growth for advisory firms. By providing the necessary infrastructure and service model, FMG enables enterprises like Osaic to scale their marketing support effectively, ultimately benefitting advisors and their client relationships.

About FMG

As a front-runner in the marketing space for financial advisors, FMG is praised for its ability to merge compliant content automation with AI-driven solutions that enhance lead generation and client relations. The firm has earned accolades for customer satisfaction in the T3 Software Survey from 2019-2024 and continues to serve thousands of advisors through strategic partnerships.

About Osaic

Osaic, Inc., backed by Reverence Capital Partners, stands as one of the largest wealth management providers in the U.S., advocating for approximately 11,000 financial professionals. Its core mission revolves around empowering advisors to thrive in their roles and fulfill client aspirations. For more details, visit www.osaic.com.

In conclusion, this expanded partnership between FMG and Osaic marks a promising leap forward for financial advisors seeking to enhance their marketing efforts. With sophisticated tools, dedicated support, and robust analytics, advisors are equipped to meet the challenges of a competitive market while prioritizing client engagement.